Capital Investment Advisors LLC Increases Stock Holdings in Equifax, Inc. $EFX

Key Points

• Capital Investment Advisors LLC increased its stake in Equifax, Inc. by 31.8%, acquiring an additional 1,072 shares, bringing its total holdings to 4,443 shares valued at approximately $1,152,000.
• CEO Mark W. Begor sold 48,264 shares of Equifax on July 28th for around $11.67 million, which represented a 25.25% decrease in his position, leaving him with 142,872 shares valued at about $34.53 million.
• Equifax recently declared a quarterly dividend of $0.50 per share, reflecting an annualized dividend of $2.00 and a yield of 0.8%, with a dividend payout ratio of 39.14%.

Capital Investment Advisors LLC boosted its holdings in Equifax, Inc. (NYSE:EFX - Free Report) by 31.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,443 shares of the credit services provider's stock after purchasing an additional 1,072 shares during the quarter. Capital Investment Advisors LLC's holdings in Equifax were worth $1,152,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in EFX. Brighton Jones LLC grew its holdings in Equifax by 49.2% in the fourth quarter. Brighton Jones LLC now owns 3,638 shares of the credit services provider's stock valued at $927,000 after purchasing an additional 1,200 shares during the period. Wealth Enhancement Advisory Services LLC raised its stake in Equifax by 21.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 16,583 shares of the credit services provider's stock worth $4,226,000 after purchasing an additional 2,948 shares during the period. Merit Financial Group LLC purchased a new position in Equifax during the first quarter worth approximately $231,000. ST Germain D J Co. Inc. purchased a new position in Equifax during the first quarter worth approximately $38,000. Finally, Sentry Investment Management LLC purchased a new position in Equifax during the first quarter worth approximately $102,000. 96.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Mark W. Begor sold 48,264 shares of the stock in a transaction that occurred on Monday, July 28th. The stock was sold at an average price of $241.71, for a total transaction of $11,665,891.44. Following the completion of the transaction, the chief executive officer directly owned 142,872 shares in the company, valued at approximately $34,533,591.12. This represents a 25.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 1.40% of the stock is currently owned by insiders.

Equifax Trading Down 1.0%

NYSE EFX opened at $254.06 on Thursday. The stock has a market cap of $31.45 billion, a P/E ratio of 49.72, a PEG ratio of 3.09 and a beta of 1.68. The company's fifty day simple moving average is $248.74 and its 200-day simple moving average is $251.45. The company has a current ratio of 0.77, a quick ratio of 0.77 and a debt-to-equity ratio of 0.79. Equifax, Inc. has a 52 week low of $199.98 and a 52 week high of $294.92.

Equifax (NYSE:EFX - Get Free Report) last released its quarterly earnings results on Tuesday, July 22nd. The credit services provider reported $2.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.92 by $0.08. Equifax had a net margin of 10.95% and a return on equity of 18.89%. The firm had revenue of $1.54 billion for the quarter, compared to the consensus estimate of $1.51 billion. During the same quarter in the previous year, the firm posted $1.82 EPS. The firm's quarterly revenue was up 7.4% on a year-over-year basis. Equifax has set its Q3 2025 guidance at 1.870-1.970 EPS. FY 2025 guidance at 7.330-7.630 EPS. Equities research analysts predict that Equifax, Inc. will post 7.58 EPS for the current fiscal year.

Equifax Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 15th. Shareholders of record on Tuesday, September 2nd were paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Tuesday, September 2nd. Equifax's dividend payout ratio (DPR) is 39.14%.

Analyst Ratings Changes

A number of equities analysts have weighed in on EFX shares. Bank of America downgraded shares of Equifax from a "buy" rating to a "neutral" rating and cut their price target for the stock from $300.00 to $285.00 in a research note on Monday, June 23rd. Needham & Company LLC reaffirmed a "buy" rating and set a $295.00 price target on shares of Equifax in a research note on Friday, June 20th. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $300.00 price target on shares of Equifax in a research note on Wednesday, June 18th. Robert W. Baird cut their target price on shares of Equifax from $310.00 to $289.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 23rd. Finally, Stifel Nicolaus upped their price target on shares of Equifax from $277.00 to $295.00 and gave the stock a "buy" rating in a research report on Wednesday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Equifax has a consensus rating of "Moderate Buy" and an average target price of $284.80.

Equifax Profile

Equifax Inc operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that assist them in complying with and automating payroll-related and human resource management processes throughout the entire cycle of the employment relationship.

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